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Aberdeen Group

Aberdeen Group Portfolio holdings

AUM $61.9B
1-Year Est. Return 29.81%
This Fund
S&P 500
This Quarter Est. Return
+12.19%
1 Year Est. Return
+29.81%
3 Year Est. Return
+93.17%
5 Year Est. Return
+119.65%
10 Year Est. Return
–
AUM
$63.2B
AUM Growth
+$4.44B
Cap. Flow
-$400M
Cap. Flow %
-0.63%
Top 10 Hldgs %
37.48%
Holding
990
New
39
Increased
448
Reduced
439
Closed
38

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$105M
2
AMZN icon
Amazon
AMZN
+$95.9M
3
AAPL icon
Apple
AAPL
+$86.7M
4
WMT icon
Walmart Inc
WMT
+$64.8M
5
GE icon
GE Aerospace
GE
+$48.1M

Top Sells

Rank Stock Value
1
SCCO icon
Southern Copper
SCCO
+$157M
2
TSLA icon
Tesla
TSLA
+$129M
3
UNH icon
UnitedHealth
UNH
+$106M
4
FMX icon
Fomento Económico Mexicano
FMX
+$103M
5
MSFT icon
Microsoft
MSFT
+$69.6M

Sector Composition

Rank Sector Weight
1 Technology 33.37%
2 Healthcare 12.36%
3 Consumer Discretionary 11.88%
4 Communication Services 10.58%
5 Financials 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.9T
$4.48B 7.09%
8,685,901
-136,446
-2% -$69.6M
AAPL icon
2
Apple
AAPL
$4.97T
$4.17B 6.59%
16,369,176
+383,837
+2% +$86.7M
NVDA icon
3
NVIDIA
NVDA
$4.6T
$3.75B 5.92%
20,063,016
+116,145
+0.6% +$20.2M
AMZN icon
4
Amazon
AMZN
$2.44T
$2.45B 3.87%
11,192,736
+423,520
+4% +$95.9M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.12T
$1.98B 3.13%
8,185,767
+74,293
+0.9% +$15.6M
TSLA icon
6
Tesla
TSLA
$1.18T
$1.84B 2.9%
4,217,717
-372,700
-8% -$129M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.11T
$1.63B 2.57%
6,679,982
-113,655
-2% -$23.9M
AVGO icon
8
Broadcom
AVGO
$1.76T
$1.4B 2.21%
4,283,323
-39,131
-0.9% -$12M
META icon
9
Meta Platforms (Facebook)
META
$1.49T
$1.29B 2.04%
1,758,014
+26,539
+2% +$19.8M
JPM icon
10
JPMorgan Chase
JPM
$916B
$722M 1.14%
2,307,775
-123,793
-5% -$36.8M
LLY icon
11
Eli Lilly
LLY
$1.08T
$618M 0.98%
845,003
-48,853
-5% -$36.4M
V icon
12
Visa
V
$701B
$550M 0.87%
1,613,891
+99,543
+7% +$34.5M
MA icon
13
Mastercard
MA
$498B
$522M 0.83%
921,673
-57,238
-6% -$32.9M
ABBV icon
14
AbbVie
ABBV
$465B
$512M 0.81%
2,255,416
-67,321
-3% -$13.7M
JNJ icon
15
Johnson & Johnson
JNJ
$640B
$456M 0.72%
2,490,491
-238,558
-9% -$40.9M
ORCL icon
16
Oracle
ORCL
$339B
$445M 0.7%
1,593,960
+83,116
+6% +$21.2M
PG icon
17
Procter & Gamble
PG
$340B
$425M 0.67%
2,760,581
-79,099
-3% -$12.4M
CSCO icon
18
Cisco
CSCO
$443B
$415M 0.66%
6,077,448
+71,432
+1% +$4.87M
NFLX icon
19
Netflix
NFLX
$307B
$395M 0.63%
3,314,450
-57,520
-2% -$7.02M
WMT icon
20
Walmart Inc
WMT
$909B
$387M 0.61%
3,734,201
+650,995
+21% +$64.8M
MRK icon
21
Merck
MRK
$322B
$363M 0.57%
4,479,623
-46,708
-1% -$3.85M
GE icon
22
GE Aerospace
GE
$364B
$350M 0.55%
1,191,250
+176,014
+17% +$48.1M
COST icon
23
Costco
COST
$432B
$335M 0.53%
362,073
-22,905
-6% -$22M
HD icon
24
Home Depot
HD
$337B
$328M 0.52%
810,349
-8,870
-1% -$3.49M
IBM icon
25
IBM
IBM
$213B
$325M 0.51%
1,142,355
+51,265
+5% +$13.4M
1
2 3 4 5

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Aberdeen Group's Q3 2025 Portfolio in Review

As of Q3 2025, Aberdeen Group held 990 positions worth $63.2B, up 7.5% from $58.8B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Aberdeen Group's Q3 2025 filing shows 39 new, 448 increased, 439 reduced and 38 closed positions. Its largest new stake was Hesai Group: 1,365,740 shares worth $38.2M. The largest sale was Southern Copper, an estimated $157M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Aberdeen Group's largest Q3 2025 buy was Hesai Group: 1,365,740 shares worth $38.2M.
  • Aberdeen Group added most to Wells Fargo in Q3 2025, an estimated $105M increase.
  • Aberdeen Group's biggest Q3 2025 reduction was Southern Copper, cutting an estimated $157M.
  • Aberdeen Group fully exited Ansys in Q3 2025, selling an estimated $28.5M.
  • Aberdeen Group's ten largest holdings make up 37% of its $63.2B portfolio in Q3 2025.
  • Aberdeen Group opened 39 new positions and closed 38 in Q3 2025.
  • Aberdeen Group's portfolio value rose 7.5% quarter-over-quarter to $63.2B.

Based on Aberdeen Group's 13F filing for Q3 2025, filed 7 Nov 2025.